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Ernest Joslyn Trust Uw

Stratevest Group Na

Organization summary

Type of Nonprofit

Designated as a 4947(a)(1), which are: Nonexempt charitable trusts

Summary charts: organization finances over time

Revenue
$11.7k (2022)

Expenses
$18.6k (2022)

Total Assets
$248k (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,749
Expenses
$18,573
Net Income
-$6,824
Net Assets
$248,201
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,935
42.0%
Sales of Assets $6,814
58.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,972
80.6%
Compensation of Officers* $2,551
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $248,201
Total Liabilities $0
Net Assets $248,201
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $2,551 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,390
Expenses
$18,721
Net Income
-$331
Net Assets
$255,019
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,547
30.2%
Sales of Assets $12,843
69.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,972
80.0%
Compensation of Officers* $2,774
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $255,019
Total Liabilities $0
Net Assets $255,019
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $2,774 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,012
Expenses
$18,659
Net Income
-$6,647
Net Assets
$255,348
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,662
55.5%
Sales of Assets $5,350
44.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,972
80.2%
Compensation of Officers* $2,843
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $255,349
Total Liabilities $1
Net Assets $255,348
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $2,843 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,583
Expenses
$18,804
Net Income
-$8,221
Net Assets
$262,045
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,044
66.6%
Sales of Assets $3,539
33.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,972
79.6%
Compensation of Officers* $2,881
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $262,046
Total Liabilities $1
Net Assets $262,045
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $2,881 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,102
Expenses
$18,816
Net Income
-$8,714
Net Assets
$270,191
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,489
74.1%
Sales of Assets $2,470
24.5%
Other Income $143
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,972
79.6%
Compensation of Officers* $2,931
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $270,191
Total Liabilities $0
Net Assets $270,191
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $2,931 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,845
Expenses
$19,062
Net Income
-$8,217
Net Assets
$278,904
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,082
65.3%
Sales of Assets $3,763
34.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,972
78.5%
Compensation of Officers* $3,020
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $278,904
Total Liabilities $0
Net Assets $278,904
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $3,020 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,984
Expenses
$19,481
Net Income
-$1,497
Net Assets
$287,118
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,935
33.0%
Sales of Assets $12,049
67.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,972
76.9%
Compensation of Officers* $3,054
15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $287,118
Total Liabilities $0
Net Assets $287,118
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $3,054 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,440
Expenses
$19,286
Net Income
$4,154
Net Assets
$288,757
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,236
30.9%
Sales of Assets $16,204
69.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,972
77.6%
Compensation of Officers* $3,204
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $288,757
Total Liabilities $0
Net Assets $288,757
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $3,204 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,162
Expenses
$23,632
Net Income
-$2,470
Net Assets
$285,350
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,623
31.3%
Sales of Assets $14,539
68.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,451
82.3%
Compensation of Officers* $3,331
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $285,350
Total Liabilities $0
Net Assets $285,350
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $3,331 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,805
Expenses
$19,050
Net Income
-$8,245
Net Assets
$287,236
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,764
62.6%
Sales of Assets $4,041
37.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,100
79.3%
Compensation of Officers* $3,289
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $287,236
Total Liabilities $0
Net Assets $287,236
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $3,289 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,266
Expenses
$18,412
Net Income
-$7,146
Net Assets
$295,466
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,165
72.5%
Sales of Assets $2,272
20.2%
Other Income $829
7.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,775
85.7%
Compensation of Officers* $3,271
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $295,467
Total Liabilities $1
Net Assets $295,466

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,193
Expenses
$27,233
Net Income
-$11,040
Net Assets
$302,389
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,041
55.8%
Sales of Assets $7,152
44.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,128
81.3%
Compensation of Officers* $3,286
12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $302,390
Total Liabilities $1
Net Assets $302,389

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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